Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Documenting Hardship for Next 12 Months of Education Expenses

   By namealreadyinuse, June 13, 2006
   • 1 reply
   • 1.5k views
   • 
   • Nate X
   • June 14, 2006

2. Distribution from DC Plan Prior to Payout Date

   By Guest LCOLLINS, June 12, 2006
   • 0 replies
   • 983 views
   • 
   • Guest
   • June 12, 2006

3. spousal consent needed for hardship?

   By Santo Gold, June 12, 2006
   • 1 reply
   • 1.2k views
   • 
   • Santo Gold
   • June 12, 2006

4. Uncashed/stale-dated checks to be returned to Trust assets

   By Guest Iwonder, June 7, 2006
   • 21 replies
   • 14.1k views
   • 
   • Guest
   • July 6, 2006

5. Death Benefits and Outstanding Loans

   By jaxon1225, June 6, 2006
   • 3 replies
   • 1.3k views
   • 
   • Kirk Maldonado
   • June 7, 2006

6. Withholding by state (1) after moving to state (2) - 10 year rule?

   By JDuns, May 31, 2006
   • 5 replies
   • 2.1k views
   • 
   • Guest
   • June 2, 2006

7. No spousal consent in PS/401(k) Plans...

   By AlbanyConsultant, May 25, 2006
   • 9 replies
   • 6.2k views
   • 
   • SMB
   • May 25, 2006

8. paying child support from PS plan

   By Santo Gold, May 24, 2006
   • 9 replies
   • 2.9k views
   • 
   • Guest
   • January 3, 2011

9. Disability or Termination

   By TBob, May 23, 2006
   • 9 replies
   • 3k views
   • 
   • masteff
   • February 1, 2013

10. Who is responsible to deem a participant loan?

    By Guest CJJ, May 18, 2006
    • 11 replies
    • 3.2k views
    • 
    • FormsRstillmylife
    • June 7, 2006

11. Distribution from a Defined Benefit Plan with insurance

    By Guest fresno, May 18, 2006
    • 12 replies
    • 3.1k views
    • 
    • Belgarath
    • May 22, 2006

12. State withholding

    By SMB, May 17, 2006
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • June 7, 2006

13. Designated Beneficiary

    By Randy Watson, May 12, 2006
    • 3 replies
    • 1.3k views
    • 
    • RTK
    • May 12, 2006

14. Loans

    By Guest lindamichals, May 11, 2006
    • 2 replies
    • 1.4k views
    • 
    • ERISAnut
    • May 15, 2006

15. No beneficiary

    By k man, May 5, 2006
    • 9 replies
    • 1.9k views
    • 
    • GBurns
    • May 9, 2006

16. Loan Interest Rates

    By Jilliandiz, May 4, 2006
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 4, 2006

17. RMD in years following death of participant

    By thepensionmaven, May 3, 2006
    • 4 replies
    • 2k views
    • 
    • ERISAnut
    • May 9, 2006

18. Distribution from DB

    By Randy Watson, May 3, 2006
    • 5 replies
    • 1.5k views
    • 
    • Randy Watson
    • May 24, 2006

19. Plan Termination and the distribution

    By Guest jetfaninmn, May 3, 2006
    • 11 replies
    • 2.8k views
    • 
    • Guest
    • May 16, 2006

20. Form of Loan Repayment

    By pompton, May 2, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 3, 2006

21. 10% early withdrawl penalty

    By k man, May 1, 2006
    • 3 replies
    • 1.6k views
    • 
    • ERISAnut
    • May 3, 2006

22. 1099R for missing participant?

    By Guest DazedAndConfused, April 26, 2006
    • 3 replies
    • 1.8k views
    • 
    • JanetM
    • April 27, 2006

23. Ineligible Deferrals

    By Leopurrd, April 26, 2006
    • 3 replies
    • 2.2k views
    • 
    • Leopurrd
    • April 27, 2006

24. rmd for deceased participant

    By Lori H, April 25, 2006
    • 5 replies
    • 2.5k views
    • 
    • Lori H
    • April 26, 2006

25. terminated participant with loan

    By thepensionmaven, April 22, 2006
    • 1 reply
    • 1.3k views
    • 
    • stephen
    • April 24, 2006

26. Participant Loan Upon Plan Termination

    By Randy Watson, April 20, 2006
    • 10 replies
    • 3.5k views
    • 
    • masteff
    • January 7, 2014

27. 1099-R J&S Distribution Code

    By Guest lvegas, April 19, 2006
    • 1 reply
    • 1.5k views
    • 
    • ERISAnut
    • April 27, 2006

28. Loan from 401(k) Plan to participant on Disablility

    By buckaroo, April 19, 2006
    • 8 replies
    • 1.8k views
    • 
    • SMB
    • May 17, 2006

29. Participant with Loan on Leave of absence

    By Guest beccafaith, April 19, 2006
    • 3 replies
    • 1.6k views
    • 
    • E as in ERISA
    • April 20, 2006

30. Annuities from a DC plan

    By Guest Grumpy456, April 18, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 18, 2006

31. loans:deemed distributions on a takeover plan

    By Lori H, April 18, 2006
    • 1 reply
    • 1.2k views
    • 
    • ERISAnut
    • May 2, 2006

32. John Hancock distributions

    By Bird, April 17, 2006
    • 5 replies
    • 2.5k views
    • 
    • Ron Snyder
    • April 18, 2006

33. Can a loan be rolled over?

    By Santo Gold, April 11, 2006
    • 8 replies
    • 3.7k views
    • 
    • namealreadyinuse
    • April 12, 2006

34. Invalid in service distribution

    By Guest padmin, April 10, 2006
    • 11 replies
    • 2.3k views
    • 
    • Bird
    • April 11, 2006

35. Late RMD - which year for 1099?

    By Guest Rider, April 7, 2006
    • 3 replies
    • 1.5k views
    • 
    • jevd
    • April 10, 2006

36. Distribution Fees and Residual Distributions

    By Guest CindyB, April 6, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 6, 2006

37. Loan from defunct P.C.

    By Lori H, April 6, 2006
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • April 17, 2006

38. Death before RBD - Spousal options?

    By TBob, March 30, 2006
    • 9 replies
    • 3.1k views
    • 
    • jevd
    • March 31, 2006

39. Too much money distributed.

    By katieinny, March 29, 2006
    • 22 replies
    • 5.3k views
    • 
    • GBurns
    • September 5, 2008

40. Involuntary cashouts

    By Guest mparker2028, March 28, 2006
    • 1 reply
    • 1.4k views
    • 
    • namealreadyinuse
    • March 28, 2006

41. Loans in balanced forward plan

    By rlb64, March 27, 2006
    • 1 reply
    • 1.3k views
    • 
    • stephen
    • March 28, 2006

42. Can active participants over age 72 make MRD elections now?

    By Guest crosseyetester, March 22, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 22, 2006

43. Required Distributions - Defined Contribution Plan

    By luissaha, March 21, 2006
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 22, 2006

44. Hardship distribution documentation

    By Dan, March 21, 2006
    • 3 replies
    • 3.4k views
    • 
    • stephen
    • March 21, 2006

45. Going from co. to co. in a controlled group

    By AlbanyConsultant, March 17, 2006
    • 2 replies
    • 1.9k views
    • 
    • Locust
    • March 17, 2006

46. "Counterproductive actions" hardship distribution provision, Anyone have experiences/thoughts about using this provision

    By namealreadyinuse, March 16, 2006
    • 1 reply
    • 1.6k views
    • 
    • Dan
    • March 21, 2006

47. widow and mininum required distributions

    By eilano, March 15, 2006
    • 2 replies
    • 1.4k views
    • 
    • eilano
    • March 16, 2006

48. Distribution to Non-Spouse Beneficiary

    By Guest TracyAndrews, March 15, 2006
    • 2 replies
    • 2.2k views
    • 
    • Bird
    • March 16, 2006

49. Defer first loan repayment

    By Guest mmullen, March 14, 2006
    • 5 replies
    • 2k views
    • 
    • Belgarath
    • March 15, 2006

50. Required Minimum Distribution from DB Plan

    By Dennis Povloski, March 13, 2006
    • 0 replies
    • 1.1k views
    • 
    • Dennis Povloski
    • March 13, 2006